VS
Compare BMO US Dividend Growth ETF (ZBDU) vs CI U.S. Minimum Downside Volatility Index ETF (CUDV) to find the best fit for your portfolio. ZBDU provides Finance, Technology, and Healthcare exposures, while CUDV is primarily weighted in Technology, Industrials, and Consumer Non-Cyclicals. When evaluating costs, ZBDU features a management fee (MER) of 0.51%, compared to 0.3% for CUDV. Performance-wise, ZBDU has returned 12.93% year-to-date with +$2 M in net flows, whereas CUDV is at 0.95% with +$1 M. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.
NAV Performance and Flows
Key Data
Compare
ZBDU
CUDV
| AuM | $7.46 M | $7.78 M |
| Management Fees | 0.51% | 0.30% |
| Exp. ratio | 0.51% | 0.34% |
| Tracking Difference | - | -0.01% |
Historical performance and flows
As of July 17, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | ZBDU | +1.44% | +7.67% | +12.93% | +20.98% | - |
CUDV | +2.78% | -2.56% | +0.95% | +5.64% | +36.65% | |
| Flows | ZBDU | +$0 M | +$0 M | +$2 M | +$5 M | - |
CUDV | +$0 M | +$1 M | +$1 M | +$1 M | -$2 M |
ZBDU vs CUDV exposure
Countries
ZBDU
USA
97.21%
CUDV
USA
99.67%
Sectors
ZBDU
Finance
28.10%
Technology
20.92%
Healthcare
18.81%
Consumer Non-Cyclicals
8.27%
Other
23.90%
CUDV
Technology
19.12%
Industrials
14.54%
Consumer Non-Cyclicals
13.07%
Finance
12.21%
Healthcare
11.49%
Business Services
8.77%
Other
20.80%
As of July 17, 2026
Top 10 Holdings
ZBDU
Cisco Systems, Inc.
4.22%
Johnson & Johnson
3.75%
Bank of America Corp.
3.64%
Morgan Stanley
3.61%
Apple, Inc.
3.36%
Gilead Sciences, Inc.
3.35%
Lockheed Martin Corp.
3.20%
Verizon Communications, Inc.
3.13%
Microsoft Corp.
3.04%
UnitedHealth Group, Inc.
2.99%
CUDV
Apple, Inc.
6.29%
Verizon Communications, Inc.
5.25%
Electronic Arts, Inc.
5.24%
Johnson & Johnson
4.93%
Waste Management, Inc.
4.76%
RTX Corp.
4.65%
L3Harris Technologies, Inc.
4.62%
Lockheed Martin Corp.
4.46%
Microsoft Corp.
4.34%
Walmart, Inc.
4.28%
Diversification
ZBDU
Total weight of top 10 holdings out of 47 total
34.31%
CUDV
Total weight of top 10 holdings out of 122 total
48.80%
Characteristics
Compare
ZBDU
CUDV
| Provider | BMO | CI |
| Management | Actively managed | Passively managed |
| Benchmark | - | Solactive US Minimum Downside Volatility Hedged to CAD Index NTR - CAD |
| Replication Method | Direct (Physical) | |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 2.25% | 1.39% |
| Meets ESG criteria | No | No |
| Inception Date | May 21, 2025 | January 19, 2023 |
Frequently asked questions about ZBDU and CUDV
Which ETF has performed better year to date: ZBDU or CUDV?
As of July 17, 2026, ZBDU has returned 12.93% year to date, while CUDV has returned 0.95%. ZBDU is ahead on YTD performance.
Which ETF is larger by assets under management: ZBDU or CUDV?
As of July 17, 2026, ZBDU manages $7.46 M in assets, while CUDV manages $7.78 M. CUDV is the larger fund by AUM.
How are ZBDU and CUDV managed?
ZBDU is actively managed by BMO. It does not track an index. CUDV is passively managed by CI. It tracks the Solactive US Minimum Downside Volatility Hedged to CAD Index NTR - CAD benchmark.
What sectors do ZBDU and CUDV emphasize?
ZBDU is most exposed to Finance, Technology, and Healthcare. CUDV is most exposed to Technology, Industrials, and Consumer Non-Cyclicals.
Which ETF is attracting more investor flows: ZBDU or CUDV?
Year to date, ZBDU has seen +$1.77 M in net flows, compared with +$1.28 M for CUDV. ZBDU has attracted more net investor money so far.
How do the fees of ZBDU and CUDV compare?
ZBDU has an expense ratio of 0.51%, while CUDV has an expense ratio of 0.34%.
What are the top holdings of ZBDU and CUDV?
ZBDU's largest holdings include Cisco Systems, Inc., Johnson & Johnson, and Bank of America Corp.. CUDV's top holdings include Apple, Inc., Verizon Communications, Inc., and Electronic Arts, Inc..
Which ETF is more diversified: ZBDU or CUDV?
ZBDU holds 47 securities, while CUDV holds 122. On holdings count, CUDV is the more diversified portfolio.
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